HP 3000 Manuals

Establishing INFORM/V Groups [ INFORM/V User's Guide ] MPE/iX 5.0 Documentation


INFORM/V User's Guide

Establishing INFORM/V Groups 

It is possible, of course, to access databases directly through INFORM/V
without creating Groups.  The user can be given access to any data set
that is defined in the data dictionary.  Then why bother to establish
INFORM Groups?  Because they provide a logical view of data as defined by
business needs.  More specifically, there are three reasons for setting
up Groups:

   1.  To conceal the details of a data set or database structure from
       the user.

   2.  To make data from an MPE or KSAM file available to INFORM/V users.
       Data in MPE or KSAM files can only be accessed if it is related to
       an INFORM Group.

   3.  To combine data elements from different files and data sets into
       one reporting Group.

The real power of INFORM/V lies in the ability to pull together data from
various sources to create one reporting environment.

INFORM Groups follow the same hierarchical plan as other data dictionary
structures.  At the top of the hierarchy is $MENU, which is the INFORM/V
parent Group.  $MENU is automatically created for you when you initialize
your data dictionary.  Other Groups are related to $MENU as child Groups.
Child Groups can in turn be parent Groups to other Groups.  As many as
sixteen levels of nesting are allowed for subgroups under one Group.
Elements can be associated only with the lowest level child Groups.  When
an INFORM/V user makes the Group and subgroup selections on the INFORM/V
menus, the user will be following the hierarchy of menus that you have
created in the data dictionary.

INFORM/V security allows you to specify which Groups and subgroups will
appear on which user's menus.  If INFORM/V security is not established,
all Groups related to $MENU will appear on the INFORM/V Group Menu for
all users of the data dictionary; the next and all subsequent levels of
Groups will appear on INFORM/V Subgroup Menus for all users.  (The effect
of INFORM/V security on the hierarchy of Groups is described at the end
of this section.)

The hierarchy of $MENU, Groups, subgroups, and elements is represented in
Figure 11-1.

[]
Figure 11-1. The INFORM/V Hierarchy The following paragraphs describe the way to set up a Group, first, for the simplest case of a single file, then for two data sets, then three data sets. These simple cases provide a vehicle for explaining the DICTIONARY/V commands used and the mechanics of setting up INFORM/V for users. The discussion "Linking Files" then examines in detail the principles of linking data sets and files - - both the default rules that INFORM/V uses and the way in which you can control the linking process. These principles become quite important when you are designing complex INFORM/V Groups that combine many files with data sets, combine data sets from different databases, or use intermediate data sets to serve as indirect links between data sets. Creating a Group from a File To use data from an MPE or KSAM file in INFORM/V, you must create an INFORM/V Group from the file. Though the data in databases can be accessed directly, the data in MPE and KSAM files cannot. You use the DICTDBM utility to establish an INFORM/V Group from a file. The process requires three steps: 1. Use the CREATE command to create the Group. 2. Associate the appropriate elements with the Group via the ADD command. 3. Use the RELATE command to establish the place of this Group within the INFORM/V hierarchy. For complete documentation of these commands, see the DICTIONARY/V Reference Manual (32244-90001). The discussion here assumes that you are familiar with the commands and their options. For example, assume that you want to create a Group from a KSAM file called CREDIT that contains the following data elements: ACCOUNT-NUMBER CREDIT-CODE MAX-CREDIT After verifying that the data elements already exist in the data dictionary and that all are associated with a file, invoke the dictionary maintenance utility and issue the command CREATE GROUP The name that you supply for GROUP is the one that will be displayed on the Group Menu. All the other prompts are optional in this situation. Figure 11-2 shows an example of the prompts that will be displayed and the user's responses. The user establishes the Group called CREDIT and chooses to give it a DESCRIPTION. ____________________________________________________________ | | | > CREATE GROUP | | GROUP CREDIT | | LONG NAME | | TYPE | | RESPONSIBILITY | | DESCRIPTION CREDIT STATUS BY ACCOUNT NUMB| | > | ____________________________________________________________ Figure 11-2. Prompts to Create a Group The next step is to associate the elements that you want to appear as data names on the Data Names Menu with the Group. The ADD command is used for this purpose. An example of the command and the prompts is shown in Figure 11-3. In this case, the user wants the Group to contain only two of the three data elements that are in the file. _____________________________________________ | | | > ADD GROUP | | GROUP CREDIT | | | | ELEMENT ACCOUNT-NUMBER| | ELEMENT ALIAS | | FILE | | VALUE AS A LINK | | DISPLAY ELEMENT ON MENU (Y/N)? | | DESCRIPTION | | | | ELEMENT CREDIT-CODE | | ELEMENT ALIAS ! | | | | ELEMENT | | > | _____________________________________________ Figure 11-3. Associating Elements with the Group The only prompts to which you must respond when making up a Group from a single file are GROUP ELEMENT The other prompts become important when data for a Group is taken from more than one file, and they will be discussed later in that context. The final step is to use the RELATE command to define the place of the Group within the hierarchy. In the example in Figure 11-4, the Group just created is related to $MENU as the parent. The Group CREDIT will therefore be displayed on the Group Menu when the user invokes INFORM/V. _____________________________________ | | | > RELATE GROUP | | PARENT GROUP $MENU | | | | CHILD GROUP CREDIT| | DESCRIPTION | | | | CHILD GROUP | | | | > | _____________________________________ Figure 11-4. Relating the New Group to the Hierarchy After the three steps are completed, it is advisable to check the work just done. The example in Figure 11-5 uses the SHOW command to do this. ________________________________________________________________________________ | | | > SHOW GROUP | | GROUP CREDIT | | | | GROUP TYPE: RESPONSIBILITY: | | CREDIT | | | | ELEMENT(ALIAS): PROPERTIES: ELEMENT(PRIMARY):| | ACCOUNT-NUMBER X (10,0,10) ACCOUNT-NUMBER | | CREDIT-CODE X (10,0,10) CREDIT-CODE | | | | | | > | ________________________________________________________________________________ Figure 11-5. Displaying the New Group If you need to change a Group after it has been established, use the MODIFY, CHANGE, or UPDATE command. These commands are all fully documented in the DICTIONARY/V Reference Manual. Creating a Group from Two Files or Data Sets You may find that users frequently need to generate reports from information contained in more than one file or data set. The most important thing to remember in defining INFORM Groups across files is that files are linked through common elements and that, for data sets and KSAM files, the common element must be a search item or key item in the file being linked to. In other words, in order to take data from file A and file B, the two files must have a data element in common. For example, consider the two data sets shown in Figure 11-6.
[]
Figure 11-6. Two Data Sets Used to Create a Group Assume that from these two data sets the user wants to create one Group called INVENTORY. For simplicity, assume that all elements are to be used from both data sets. The two sets have in common the element called ITEM-NUMBER, and that element is a search item in the data set INVENTORY-MASTER. (Search items are marked by an asterisk in all figures.) The process of creating the Group involves the same three steps described earlier for creating a Group from a file: (1) create the Group, (2) associate the elements with it, and (3) establish its place in the hierarchy. However, the responses to the prompts are slightly different. An example of the first step in the process is shown in Figure 11-7. Here the user names the Group being created INVENTORY. The response to all other prompts is optional. ________________________________________ | | | > CREATE GROUP | | GROUP INVENTORY| | LONG NAME | | TYPE | | RESPONSIBILITY | | DESCRIPTION | | | | > | | | | | | | | | ________________________________________ Figure 11-7. Creating Another Group The association of elements with the Group is shown in Figure 11-8. This step is very similar to that shown in Figure 11-3, when a Group was being established from a single file. __________________________________________ | | | > ADD GROUP | | GROUP INVENTORY | | | | ELEMENT PART | | ELEMENT ALIAS | | FILE | | VALUE AS A LINK | | DISPLAY ELEMENT ON MENU (Y/N)? | | DESCRIPTION | | | | ELEMENT ITEM-NUMBER| | ELEMENT ALIAS ! | | | | ELEMENT COST | | ELEMENT ALIAS ! | | | __________________________________________ Figure 11-8. Associating Elements from Two Data Sets with a Group One of the elements in this Group, ITEM-NUMBER, is located in both files. By default, INFORM/V will take the data for this element from the detail set. If you want to force INFORM/V to take the values from the master set, you can do so be supplying the master set file name in response to the FILE prompt. Which file is used may affect what data is included in the report. The discussion "Linking Files" later in this section describes in detail the factors involved in specifying the file for any element. ___________________________________________ | | | ELEMENT PRICE | | ELEMENT ALIAS ! | | | | ELEMENT LINE | | ELEMENT ALIAS PRODUCT LINE| | FILE ! | | | | ELEMENT LOCATION | | ELEMENT ALIAS ! | | | | ELEMENT QTY ON HAND | | ELEMENT ALIAS QTY_ON_HAND | | FILE ! | | | | ELEMENT | | | | > | | | | | | | | | ___________________________________________ Figure 11-8. Associating Elements from Two Data Sets with a Group (continued) When adding the element LINE, the user specifies the alias PRODUCT LINE. This more meaningful name for the element will appear on the Data Names Menu. An alias is also specified for the element QTY-ON-HAND. Note that an alias specified when adding elements to a Group applies only to the INFORM/V Data Names Menu. It should not be confused with aliases used in other contexts by DICTIONARY/V. The next step is to establish the place of this Group in the hierarchy. An example of the interaction is shown in Figure 11-9. Since the Group INVENTORY is to be a subgroup, it is first identified as a child of the parent Group MFG MANAGER, then the Group MFG MANAGER is identified as a child of the parent Group $MENU. __________________________________________ | | | > REPEAT RELATE GROUP | | PARENT GROUP MFG MANAGER| | | | CHILD GROUP INVENTORY | | DESCRIPTION | | | | CHILD GROUP | | | | PARENT GROUP $MENU | | | | CHILD GROUP MFG MANAGER| | DESCRIPTION | | | | CHILD GROUP | | | | PARENT GROUP | | | | > | | | | | | | | | __________________________________________ Figure 11-9. Establishing the Hierarchy for a Subgroup The Data Names Menu for the INFORM Group established by Figure 11-7 through Figure 11-9 is shown in Section 10 (Figure 10-2). The final step is to check the new Group with the SHOW command. Figure 11-10 shows the Group INVENTORY. ________________________________________________________________________________ | | | > SHOW GROUP | | GROUP INVENTORY | | | | GROUP TYPE: RESPONSIBILITY: | | INVENTORY | | | | ELEMENT(ALIAS): PROPERTIES: ELEMENT(PRIMARY):| | PART X (6,0,6) PART | | ITEM-NUMBER U (4,0,4) ITEM-NUMBER | | COST 9 (6,2,6) COST | | PRICE 9 (6,2,6) PRICE | | PRODUCT LINE X (10,0,10) LINE | | LOCATION X (4,0,4) LOCATION | | QTY ON HAND 9 (10,3,10) QTY-ON-HAND | | | | | | > | | | | | | | | | ________________________________________________________________________________ Figure 11-10. Checking the Subgroup Inventory Creating a Group from Three or More Files It is possible to link three, four, or even more files to produce one INFORM Group. It is also possible to link through files from which you show no elements on the Data Names Menu. Both possibilities are simple extensions of the techniques already described. For example, consider the three files (data sets) shown in Figure 11-11. These data sets are similar to the ones shown in Figure 11-6, but in this case one of the elements that is to be included, LOCATION, is not in the detail set, but is instead in a third set called LOCATION-MASTER. It is linked to the detail set through the common element called LOCATION-CODE.
[]
Figure 11-11. Three Data Sets Used to Create a Group If the user wants to create the same Group that was established in Figure 11-7 through Figure 11-9, the procedure would be almost the same as in those figures. The CREATE step (Figure 11-7) and the RELATE step (Figure 11-8) would be identical. The only differences would be in adding elements to the Group; that is, there will be one additional element added in the ADD GROUP interaction in Figure 11-8. The additional element LOCATION-CODE must be defined to link ITEM-NUMBER in the detail set to LOCATION in the second master set. LOCATION-CODE can be used as a link item because it is a search item in the set LOCATION-MASTER. The additional interaction is as follows: ELEMENT LOCATION-CODE ELEMENT ALIAS FILE VALUE AS A LINK DISPLAY ELEMENT ON MENU (Y/N)? N DESCRIPTION Notice that in this case the user responds N to the prompt to display the element on the menu. The element LOCATION-CODE is to serve only as a link to the element LOCATION in the third set, and will not be displayed on the Data Names Menu.


MPE/iX 5.0 Documentation